Advisers on the Move TEST

Never miss a move. The industry's only comprehensive database of financial advisers and brokers changing firms. View over a decade of recruiting activity at wirehouses, regional brokerages, RIAs and independent broker-dealers.

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Latest moves

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Michael Forrest Williams Jr.Morgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated03-28-2018
Jason Elden NeilMorgan StanleyEdward Jones03-13-2017
Todd R. LovellMorgan StanleyRaymond James12-14-2014
Paul Clifford BellisMorgan StanleyEdward Jones08-24-2012
Dallas Monroe HutchinsonMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated04-16-2012
Aaron Mcmichael BriggsMorgan StanleyNorthwestern Mutual Investment Services, LLC05-17-2011
ERIC E SOLESMorgan StanleyEdward Jones$10011-26-2013
Scarlet Nichole KelsoMorgan StanleyEdward Jones$10011-26-2013
Debra Riedel, Josh J. Miles, Michele CisarioMorgan StanleyRaymond James$32509-19-2016
William Campbell, Patrick J. Courtright, Eltiena Campbell, Christine RobertsonMorgan StanleyRaymond James$36009-19-2016
Matthew Patrick DininnoMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$50003-11-2016
Kelly Anne BeldenMorgan StanleyNorthwestern Mutual Investment Services, LLC$50005-13-2013

Showing 1 to 12 of 12 entries

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Disclaimer & Methodology: The InvestmentNews Advisers on the Move database is designed to capture all recruiting activity of retail financial advisers/teams of advisers as they move from one firm to another. The activity recorded within the database comes from a number of sources, including InvestmentNews and other media reports; press releases; direct submissions that have been reviewed by InvestmentNews; and regulatory filings. To qualify as a move, no more than 60 days can have elapsed between the date an adviser/team leaves one firm and the date they join another. Any adviser registration changes that came as a result of merger & acquisition activity are not recorded as moves in the database. Finally, please note that all AUM data is user-submitted and is not audited by InvestmentNews or any regulatory agency. When AUM data is unavailable, a “ — “ is listed in the record’s AUM field entry. All data and information is the property of InvestmentNews LLC and is protected by copyright and other intellectual property laws. All rights are reserved by InvestmentNews LLC. Data may only be viewed on and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.